NORTHCAPE WEALTH MANAGEMENT, LLC XOM Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 40,304.00 shares of Exxon Mobil Corp(XOM), totaling $4.79 Mil. This investment constitutes 1.55% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 8 purchases of XOM, at an average price of $89.53, for a total of 86,505.00 shares. In addition, there have been 5 sales at an average price of $100.78 for 46,201.00 shares. Based on historical transaction data and XOM's current price of $111.81, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his XOM holdings is $1.42 Mil, reflecting a 18.30% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC XOM ($111.81) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC XOM ($111.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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